skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Please explain the drastic drop in the stock price. It seems to me that Yamana gets beat up more than the other gold stocks. Also as a new investor in the markets can U please tell me how the market works . If a price of one dollars per share is sold , I assume that the co gets the dollar, but if the price drops to 90 cents does the company have to pay back ? Thanks Don
Read Answer Asked by Don on November 14, 2014
Q: Hello Peter and team,

The carnage in the energy sector continues, so it is time to see where my non-registered portfolio really is on its energy weighting. Please help me understand if I am really overweight in energy. I know it is a personal choice what percentage of a portfolio is exposed to energy, and the numbers being tossed around are 10% to 15% being ideal for most investors.

If I use the TMX sector categorization then I have 33% of my portfolio in energy. As of the close on Nov 13th the stocks are:

PPL (+52%)
IPL (+37%)
ENB (+29%)
WCP (+22%)
SCL (-3.5%)
CPG (-7.6%)
SGY (-10%)
TOU (-18%)

But your sector categorization is a little different. You consider PPL/IPL/ENB as utilities, and SCL seems to be a basic material. If you slice it that way my energy component is 16%, utilities 14%, and basic material at 2.8%

When you say a weighting in energy of around 10% to 15% is ideal, would you include the pipelines, and material stocks like SCL in that weighting?

Which one(s) would you trim or eliminate to reduce the energy weighting?


Paul J.
Read Answer Asked by Paul on November 14, 2014
Q: What do you think of dr results. thanks Also lw leisure world reported today could you comment on their results too thanks
Read Answer Asked by don on November 14, 2014
Q: Hi Peter I am thinking of adding Bam And BA to my portfolio. Do you have an opinion on these 2. I am a moderate investor with a focus on steady growth
Read Answer Asked by Terence on November 14, 2014
Q: Hi Guys,

AHF is down to 86 cents today. Do you still rate it a B-?

Do you know how much of the company is owned by insiders in total and by Mr. Ben Cheng in particular?

Are they keeping clients?

Thanks
John
Read Answer Asked by John on November 14, 2014
Q: Good Morning 5i
Appreciate your first view of this mornings earnings and comments. Thanks.
Read Answer Asked by Randy on November 14, 2014
Q: What is the best way or method for keeping track of your adjusted cost base when using a drip program - one that is the least time consuming or is there such a thing.
Read Answer Asked by donald on November 14, 2014
Q: Hi Peter & Co,
The energy sector (10%)of my RRIF portfolio contains BTE, CPG, TOU, VET and WCP. I intend to sell the first 2 sometime in the spring of 2015 and in the meantime to add now to the last 3 and take advantage of the lower prices.
Do I make sense to you?
Thanks,
Tony
Read Answer Asked by Antoine on November 14, 2014
Q: Is RDM competing with with DH? Who else competes with RDM? This seems like a very large space but RDM has very small revenue. Does RDM have a strong competitive advantage?
Read Answer Asked by Rob on November 14, 2014
Q: Hi Peter and Staff
I choose so far to hold a lot of stocks in each sector(doing my own ETF I guess) .This is so you know that the industry each of the companies are in below in relation to my overall portfolio % wise is not an issue in making your recommendation.
Would you please look at the two lists below and if you feel worthwhile to dump 2 or 3 of the ones I own in favour of 2 or 3 of the ones various people recommend in the other list, please say so in order of trades,brief explanation as to why please.You can assume no rush to realize benefits,assume 10 years
POSSIBLE DUMPS
AIM,CHE.UN,CJR.B,DII.B,MTL,NWC,PZA,XSR,TPK
POSSIBLE ADDS
ADW.A,ADN,AGT,CSW.A,KBL,KPT,LNF,RUS,TRI,WEF

You can safely assume that I do already own the stocks with reasonable dividend levels in these sectors that are in your model portfolio.
Thanks for all you do
Dennis
Read Answer Asked by Dennis on November 14, 2014
Q: How on earth does a 7 year old get an rrsp ??
Read Answer Asked by michael on November 14, 2014
Q: Comments on earnings release and outlook going forward.
Read Answer Asked by Husseinali on November 14, 2014
Q: Good Morning!
Thank you for keeping me calm while I rode through the September dip. I could hardly believe that I kept my head and bought Magna when it was down! I sold some gold at a loss to make the purchase, but I'm almost back up to where I started in August.

Magna is dropping slightly after a quick dip and recovery this week. I am trying to figure out the fluctuation and the drop. As a learning investor I need some help to understand this November 10th news release: "TSX Accepts Notice of Intention to Make Normal Course Issuer Bid".

Is Magna issuing new shares or buying back shares?
What do you predict for Magna going forward? I think I saw that the projected share price for next year is $150.00.

Gail
Read Answer Asked by Gail on November 14, 2014
Q: 1:42 PM 11/13/2014

Hello Peter :
I currently have a 17.5% position in precious metal stocks [FNV 10.2%, G 3.9%, SLW 3.02%, SSL 0.4%]. This is partly due to an inheritance about 2 years ago whereby the shares were transferred in to our account at the very high ACBs prevailing at the time. We sold a good portion of these stocks at that time but still need to reduce.

We choose to keep Franco Nevada in it's entirety as our only gold holding as it is a stable powerful, growing, well-financed company with low overheads and an acceptable dividend, but we do plan to sell G, SLW, and SSL even though these are very good companies. These 3 stocks are down 31%, 29% and 39% respectively from their ACBs.

The plan is to invest the proceeds into dividend-growing high quality stocks as we need the dividend income along with reasonable growth. We could add to our already existing positions in : Corby[CSW.A 2.1%], A&W[AW.UN 2.3%], Emera[EMA 2.2%], Telus[T 1.8%].

Or we could initiate new positions in two or more of Enercare [ECI], Chartwell [CSH.UN], BMO REITs [ZRE], Cervus [CVL], Alaris [AD], or AgGrowth [AFN], all with dividends in the 4-5% range.

I believe [hope] that gold and silver prices will rebound over the next few months or year [or then again maybe they won't] and the issue is whether to sell them now at a low or whether to do nothing and wait until the losses are greatly reduced. We cannot use the tax loss now and would have to carry it forward for future years. So the question now is whether the gold stocks will rise faster in price than the stocks we wish to buy?

What would be your strategy - switch now or wait - and which of the 10 stocks listed above would be the best buys now or in a year or so, and why?

Your opinion always greatly appreciated...... Paul K.
Read Answer Asked by Paul on November 14, 2014
Q: Can you help me understand why CGX rose nearly 5% today and hit a new 52 week high after such a huge earnings miss? I have been a long time holder but when I read the report I got spooked not just by the consensus miss but also by the declining attendance yet another quarter. Decided I wanted out and sold my holdings right at the open. Regret it now of course and trying to learn from my mistake. I can never seem to gauge what market reaction will be. The stock initially sold off at the open but started climbing back up by lunch. Do you know if they said something on the conference call that investors really liked?
Read Answer Asked by Steven on November 14, 2014
Q: I’ve been trimming my holdings of JE and today they released their numbers. Just Energy Group loses $135.15-million in Q2 2015. The report says the loss, “represents the mark to market of future commodity supply acquired to cover future customer demand”.

The market seemed to like the report as their other numbers seemed positive. Should the current loss be ignored or is this risk likely to continue with energy costs dropping?

I’m aware that you prefer SGY for income and growth. Would you continue to recommend trimming JE and replacing it with SGY – staying in the energy sector?
Read Answer Asked by Dean on November 14, 2014
Q: CST seems to be having some positive momentum and flies under the radar for convenience and fuel stores. What is your opinion of CST as an addition to ATD.B and PKI in the sector for more US exposure? Thank you.
Read Answer Asked by Gayle on November 13, 2014
Q: Can you please comment on the following group of stocks for an RRSP for a 10 year old and a 7 year old; AYA, ATB.B, T, BNS, SLF, WCP, SJ, STN, ENB, CSU. Also, can you please suggest a US ETF to round out the account. Thanks!
Read Answer Asked by Janet on November 13, 2014